Loading…
Loading…
would you still be committed to the deal at the current -- or the previous valuation if a higher cash component is required?
How has that trended over maybe the last 6 to 12 months, especially following the option readout?
How do you close that $2,000,000,000 delta? And I am assuming we are we are just talking revenues and not just volume. How do you do that? Over what time frame
Q4 is also implying a pretty -- another step down on a 2-year stack basis. And I think, again, most of that's probably domestic based on how well you're doing internationally
it is less than the beat that we see in Q2, suggests a pretty meaningful 2-year stack deceleration at a time where I think you're getting -- you should see less of the negative mix shifts
can you just talk a little bit about the rollout of that product as far as integrating into the pumps, et cetera
are you expecting a record new patient number here in 2025? And if so, can you just talk a little bit about the composition
are there other products on the organic side of things that can help kind of bring some of these softer businesses up to the other half of the business
You've got a bunch of new competitors in the pharmacy channel. I just want to make sure there wasn't any kind of disruption maybe early in the quarter
The commentary about your highest competitive conversion rate in years was interesting to me. Is that a global comment? Or is that just domestic focused
Can you just talk a little bit about what drove that? And is that the commentary about MDI acceleration of record new patient numbers in Q2, is that excluding the new competitive conversions
Can we go from 5% to 25% over the next, I don't know, seven to eight years? And what would stop us from doing that
Kevin, why go with an X-ray the imaging versus CT? It's just been so successful with traditional Mako
is it fair to think after a period of trialing, with some competitive systems that it's kind of over in terms of some of that trialing
you've been doing that for a while. Anything you can call out as far as what's driving that again here? I know it's Q2, but is it having the shoulder application, the spine application
what would get you down to the 8%-ish range versus midpoint or even higher just given, again, all the momentum that we see in the business?
it looks like it's about $670 million. So roughly about $40 million, $50 million of lost sales, I think, that you're factoring in versus what the Street had been modeling
you mentioned down 40 bps in Q1, but I think you said you're sticking with the down 100 for the year
I'm still showing you're losing market share here in Q3 in the U.S., and it's a trend that's been going on for several years
are we to the point now where the tailwinds we're seeing on the pricing side are largely behind us